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Portfolio (Quarterly) Guide ↗

CAPTRUST FINANCIAL ADVISORS

· CIK 0001512024
13F Portfolio $57.3B AUM 3,116 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 403 New 1614 Added 736 Reduced 122 Exited
Page 112 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 ALG ALAMO GROUP INC COM Industrials 2,315.0 $382K 0.00% -1K -33.7% $164.97 -10.6%
2222 NEXT NEXTDECADE CORP COM Energy 49,785.0 $381K 0.00% -7K -11.9% $7.66 +13.4%
2223 WK WORKIVA INC COM CL A Technology 6,393.0 $381K 0.00% -3K -35.2% $59.63 -19.3%
2224 FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST 11,250.0 $381K 0.00% $33.87
2225 BBIO BRIDGEBIO PHARMA INC COM Healthcare 5,118.0 $380K 0.00% +1K +37.8% $74.25 -8.7%
2226 TDC TERADATA CORP DEL COM Technology 14,826.0 $380K 0.00% -6K -28.9% $25.63 +26.2%
2227 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 27,552.0 $380K 0.00% +3K +10.1% $13.79 +7.0%
2228 W WAYFAIR INC CL A Consumer Cyclical 5,032.0 $378K 0.00% -3K -37.1% $75.20 -15.4%
2229 KRG KITE REALTY GROUP TRUST COM NEW Real Estate 15,412.0 $378K 0.00% +116.0 +0.8% $24.55 +7.0%
2230 MTH MERITAGE HOMES CORP COM Consumer Cyclical 6,097.0 $377K 0.00% +1K +31.9% $61.84 +0.1%
2231 SPHB INVESCO S&P 500 HIGH BETA ETF 3,244.0 $376K 0.00% +140.0 +4.5% $115.96 +18.5%
2232 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 25,179.0 $376K 0.00% -41K -62.0% $14.94 +6.6%
2233 IONS IONIS PHARMACEUTICALS INC COM Healthcare 5,000.0 $375K 0.00% -293.0 -5.5% $75.09 -0.3%
2234 CVSA COVISTA INC COM Consumer Cyclical 3,257.0 $375K 0.00% +590.0 +22.1% $115.24 +5.6%
2235 SEMI COLUMBIA SELECT TECHNOLOGY ETF 12,950.0 $374K 0.00% NEW $28.87 +29.4%
2236 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 13,851.0 $373K 0.00% +2K +18.2% $26.92 -20.3%
2237 ARGX ARGENX SE SPONSORED ADR Healthcare 511.0 $373K 0.00% -21.0 -4.0% $729.62 +9.6%
2238 EOCT INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER 11,658.0 $372K 0.00% $31.95 +5.6%
2239 NPO ENPRO INC COM Industrials 1,483.0 $372K 0.00% +344.0 +30.2% $250.64 +19.9%
2240 FTS FORTIS INC COM Utilities 6,644.0 $371K 0.00% +218.0 +3.4% $55.79 +0.2%
Page 112 of 151  ·  3,016 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 17.7%
Healthcare 10.1%
Industrials 9.1%
Consumer Cyclical 8.3%
Communication Services 8.1%
Consumer Defensive 5.4%
Energy 4.5%
Utilities 2.9%
Real Estate 2.1%